# Barbara M. Barrett's stock trades: 60 disclosed since 2020

Executive branch · OGE Form 278-T · Updated 17 Feb 2021 · Source: U.S. Office of Government Ethics

Canonical: https://trackedmoney.com/executive/barbara-m-barrett/

## Short answer

As of 28 Sep 2026, Barbara M. Barrett has disclosed 60 securities transactions on OGE Form 278-T, dated Feb 2020 to Jan 2021: 53 purchases and 7 sales across 13 ticker symbols. The most recent report with readable rows, posted 17 Feb 2021, listed 12 transactions. The most-traded stock is iShares S&P 500 Growth ETF (IVW), with 3 trades.

## Key facts

- **60 transactions disclosed.** Barbara M. Barrett reported 60 transactions on 6 OGE 278-T reports posted between 27 Oct 2020 and 17 Feb 2021.
- **13 ticker symbols.** The trades span 13 ticker symbols; 43 rows (bonds and assets without a matched ticker) are listed by name only.
- **88% purchases.** 53 of the transactions are purchases and 7 are sales.
- **291 days median delay to public.** Half of Barrett's trades became public within 291 days of the trade date, counting to the day OGE posted the report.

## What changed in the latest report

- **17 Feb 2021: Report: 12 transactions.** 11 purchases and 1 sales dated 4 Jan 2021 to 13 Jan 2021, across 2 tickers. No ticker appears for the first time.
- **19 Jan 2021: Report: 1 transaction.** 1 purchases and 0 sales dated 4 Dec 2020 to 4 Dec 2020; none matched to a ticker. No ticker appears for the first time.
- **18 Dec 2020: Report: 39 transactions.** 38 purchases and 1 sales dated 9 Feb 2020 to 2 Mar 2020, across 11 tickers. 11 tickers appear for the first time, including BX, DVY, EXG, HDV, IEFA.
- **15 Dec 2020: Report: 2 transactions.** 1 purchases and 1 sales dated 2 Nov 2020 to 18 Nov 2020, across 1 ticker. No ticker appears for the first time.
- **4 Dec 2020: Report: 4 transactions.** 1 purchases and 3 sales dated 6 Oct 2020 to 30 Oct 2020, across 1 ticker. 1 ticker appear for the first time, including IYT.

## When the trades happened

Trades per month, by transaction date.

| Month | Trades |
|---|---:|
| Feb 2020 | 19 |
| Mar 2020 | 20 |
| Apr 2020 | 0 |
| May 2020 | 0 |
| Jun 2020 | 0 |
| Jul 2020 | 0 |
| Aug 2020 | 0 |
| Sep 2020 | 2 |
| Oct 2020 | 4 |
| Nov 2020 | 2 |
| Dec 2020 | 1 |
| Jan 2021 | 12 |

## Buying or selling?

53 purchases (88%) and 7 sales (12%).

## What stocks does Barrett own and trade most?

| Ticker | Company | Buys | Sells | Total |
|---|---|---:|---:|---:|
| IVW | iShares S&P 500 Growth ETF | 0 | 3 | 3 |
| BX | Blackstone Inc. | 2 | 0 | 2 |
| IYT | iShares Transportation Average ETF | 0 | 2 | 2 |
| DVY | ISHARES SELECT DIVIDEND ETF | 1 | 0 | 1 |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 1 | 0 | 1 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 1 | 0 | 1 |
| IEFA | iShares Core MSCI EAFE ETF | 1 | 0 | 1 |
| IEMG | iShares Core MSCI Emerging Markets ETF | 1 | 0 | 1 |
| IJH | ISHARES CORE S&P MID-CAP ETF | 1 | 0 | 1 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 1 | 0 | 1 |

## Trades against the share price

- iShares S&P 500 Growth ETF (IVW): 0 buys · 3 sells · +178.1% since 7 Feb 2020
- Blackstone Inc. (BX): 2 buys · 0 sells · +84.9% since 7 Feb 2020
- iShares Transportation Average ETF (IYT): 0 buys · 2 sells · +61.9% since 7 Feb 2020
- ISHARES SELECT DIVIDEND ETF (DVY): 1 buys · 0 sells · +46.4% since 7 Feb 2020
- Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG): 1 buys · 0 sells · +5.5% since 7 Feb 2020
- ISHARES CORE HIGH DIVIDEND ETF (HDV): 1 buys · 0 sells · +47.9% since 7 Feb 2020
- iShares Core MSCI EAFE ETF (IEFA): 1 buys · 0 sells · +51.5% since 7 Feb 2020
- iShares Core MSCI Emerging Markets ETF (IEMG): 1 buys · 0 sells · +56.7% since 7 Feb 2020
- ISHARES CORE S&P MID-CAP ETF (IJH): 1 buys · 0 sells · +77.2% since 7 Feb 2020
- ISHARES CORE S&P SMALL-CAP ETF (IJR): 1 buys · 0 sells · +67.2% since 7 Feb 2020

## What if you had copied Barrett's trades?

We only publish a return when at least 70% of filings can be priced; Barbara M. Barrett's reports are at 28% today. See the Executive Branch strategy (+68.0% past year) instead.

## How Barrett compares

| Official | Trades | Stocks | Buy share | Days to file (median) |
|---|---:|---:|---:|---:|
| Barbara M. Barrett | 60 | 13 | 88% | 291 |
| Executive branch, median official | 53 | 20 | 38% | 63 |
| Congress, median member | 126 | 37 | 50% | 27 |
| Most active in Congress, past 12 months: Gilbert Cisneros | 2,699 | 710 | 57% | 27 |

The executive median covers the 22 executive officials shown in the Tracked Money app; the Congress median covers 127 House and Senate members shown in the app.
Gilbert Cisneros (House) reported 1,153 trades dated 28 Sep 2025 to 28 Sep 2026, the most of any member in that window.

## Every disclosed trade

The 25 most recent of 60. All rows: [trades.csv](./trades.csv) · [trades.json](./trades.json)

| Traded | Filed | Asset | Type | Amount |
|---|---|---|---|---|
| 2021-01-13 | 2021-02-17 | Impele Holdings LLC | Purchase | $15,001 - $50,000 |
| 2021-01-06 | 2021-02-17 | **IVW** iShares S&P 500 Growth ETF | Sale | $1,001 - $15,000 |
| 2021-01-05 | 2021-02-17 | Advantage Fund Class I Shares | Purchase | $1,001 - $15,000 |
| 2021-01-05 | 2021-02-17 | Class I Shares | Purchase | $15,001 - $50,000 |
| 2021-01-05 | 2021-02-17 | Eaton Vance Global Macro Absolute Return Advantage Fund Class I Shares | Purchase | $1,001 - $15,000 |
| 2021-01-05 | 2021-02-17 | Eaton Vance High Yield Municipal Income Fund Class I Shares | Purchase | $15,001 - $50,000 |
| 2021-01-05 | 2021-02-17 | Franklin Federal Intermediate-Term Tax-Free Income Fund Advisor Class Shares | Purchase | $1,001 - $15,000 |
| 2021-01-05 | 2021-02-17 | Income Fund Advisor Class Shares | Purchase | $1,001 - $15,000 |
| 2021-01-05 | 2021-02-17 | Lord Abbett National Tax Free Fund Class F Shares | Purchase | $15,001 - $50,000 |
| 2021-01-05 | 2021-02-17 | Shares | Purchase | $15,001 - $50,000 |
| 2021-01-04 | 2021-02-17 | **BX** Blackstone Alternative Multi-Strategy Fund Class I Shares | Purchase | $15,001 - $50,000 |
| 2021-01-04 | 2021-02-17 | Shares | Purchase | $15,001 - $50,000 |
| 2020-12-04 | 2021-01-19 | Impele Holdings LLC | Purchase | $100,001 - $250,000 |
| 2020-11-18 | 2020-12-15 | **IVW** iShares S&P 500 Growth ETF | Sale | $500,001 - $1,000,000 |
| 2020-11-02 | 2020-12-15 | Impele Holdings, LLC | Purchase | $100,001 - $250,000 |
| 2020-10-30 | 2020-12-04 | **IYT** iShares Transportation Average ETF | Sale | $15,001 - $50,000 |
| 2020-10-30 | 2020-12-04 | **IYT** iShares Transportation Average ETF | Sale | $15,001 - $50,000 |
| 2020-10-30 | 2020-12-04 | iShares US Technology ETF | Sale | $15,001 - $50,000 |
| 2020-10-06 | 2020-12-04 | Impele Holdings LLC | Purchase | $50,001 - $100,000 |
| 2020-09-25 | 2020-10-27 | **IVW** iShares S&P 500 Growth ETF | Sale | $500,001 - $1,000,000 |
| 2020-09-02 | 2020-10-27 | Impele Holdings LLC | Purchase | $50,001 - $100,000 |
| 2020-03-02 | 2020-12-18 | **BX** BLACKSTONE ALT MULT-STRAT INST | Purchase | $250,001 - $500,000 |
| 2020-03-02 | 2020-12-18 | **DVY** ISHARES SELECT DIVIDEND ETF | Purchase | $1,000,001 - $5,000,000 |
| 2020-03-02 | 2020-12-18 | **IEFA** iShares Core MSCI EAFE ETF | Purchase | $1,000,001 - $5,000,000 |
| 2020-03-02 | 2020-12-18 | **IEMG** iShares Core MSCI Emerging Markets ETF | Purchase | $500,001 - $1,000,000 |

## Questions people ask

### Does Barrett have to disclose stock trades?

Yes. Senior executive-branch officials, including the President, must report securities transactions over $1,000 on OGE Form 278-T, generally within 45 days of the trade. The Office of Government Ethics publishes the reports.

### How many stock trades has Barrett disclosed?

Tracked Money has read 60 transactions from 6 OGE 278-T reports posted between 27 Oct 2020 and 17 Feb 2021, with trade dates from 9 Feb 2020 to 13 Jan 2021.

### What stocks does Barrett own?

The 278-T lists transactions, not holdings. The stocks traded most often in these reports are iShares S&P 500 Growth ETF (IVW), Blackstone Inc. (BX), iShares Transportation Average ETF (IYT), ISHARES SELECT DIVIDEND ETF (DVY), Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG). Holdings appear on the annual OGE Form 278e financial disclosure, which this page does not cover.

### How quickly do Barrett's trades become public?

The median trade on this page became public 291 days after it happened, measured from the trade date to the day OGE posted the report. Amounts are disclosed as ranges, not exact figures.

## Method and sources

- Source: OGE Form 278-T reports published by the U.S. Office of Government Ethics (https://extapps2.oge.gov/201/Presiden.nsf).
- Reports read: 6 (every report OGE has posted as a PDF for this official at the last check); 6 yielded transaction rows.
- Tickers matched: 17 of 60 rows. Company names are matched to tickers by Tracked Money; unmatched rows are kept by name.
- Last checked: 28 Sep 2026.
- Amounts are the disclosed ranges. Trade dates are as reported; the filing date is the day OGE posted the report.

Reports:

- 17 Feb 2021: 12 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/EE813D04E90EFF8F8525867F0032D37A/$FILE/Barbara-M-Barrett-02.01.2021-278T.pdf
- 19 Jan 2021: 1 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/BA07E219180513AD8525866200317B4B/$FILE/Barbara-M-Barrett-01.04.2021-278T.pdf
- 18 Dec 2020: 39 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/BED74A85FD9A86AA85258642002D67F0/$FILE/Barbara-M-Barrett-03.05.2020-278T.pdf
- 15 Dec 2020: 2 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/ADDCECE44626E6C58525863F002D66F9/$FILE/Babara-M-Barrett-12.02.2020-278T.pdf
- 4 Dec 2020: 4 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/E85E1702AC4B6AA485258634002D5998/$FILE/Barbara-M-Barrett-11.06.2020-278T.pdf
- 27 Oct 2020: 2 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/61D29B0A63B0ED1C8525860E0027D859/$FILE/Barbara-M-Barrett-10.05.2020-278T.pdf

Public filings. Not investment advice.